SHJ
THRO

Sharkey, Howes & Javer’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sharkey, Howes & Javer’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Sell
372,847
-144,781
-28% -$5.99M 1.94% 17
2026
Q1 		$18.7M Buy
517,628
+19,996
+4% +$762K 2.53% 12
2025
Q4 		$19.2M Buy
497,632
+39,000
+9% +$1.49M 2.44% 11
2025
Q3 		$17.4M Buy
458,632
+11,148
+2% +$408K 2.23% 13
2025
Q2 		$15.9M Buy
447,484
+379,664
+560% +$12.5M 2.13% 12
2025
Q1 		$2.15M Buy
+67,820
New +$2.28M 0.31% 61

Other funds holding THRO

KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PIA
Polaris Investment Advisors Framingham, Massachusetts $156M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return